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Meristem Family Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Meristem Family Wealth’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$237K Sell
2,202
-418
-16% -$46.4K 0.03% 299
2021
Q4 		$301K Hold
2,620
– – 0.03% 300
2021
Q3 		$302K Sell
2,620
-4,101
-61% -$480K 0.03% 318
2021
Q2 		$776K Buy
+6,721
New +$769K 0.12% 117

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Meristem Family Wealth's IEF Position: Q1 2022 in Review

Meristem Family Wealth reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 16% in Q1 2022, selling an estimated $46.4K and leaving 2,202 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #299.

Meristem Family Wealth first reported a position in IEF in Q2 2021 and has held it in 4 quarters since. The position peaked at $776K in Q2 2021. 686 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

  • Meristem Family Wealth held 2,202 shares of iShares 7-10 Year Treasury Bond ETF worth $237K as of Q1 2022.
  • Meristem Family Wealth sold 418 iShares 7-10 Year Treasury Bond ETF shares in Q1 2022, an estimated $46.4K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.03% of Meristem Family Wealth's portfolio in Q1 2022, its #299 holding.
  • Meristem Family Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2021 and has held it in 4 quarters since.
  • Meristem Family Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $776K in Q2 2021.
  • 686 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.